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Steep Mountains


Outcome driven consulting and research
through integrity, knowledge and discipline.

At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike.  Our consultants develop ideas that address our clients’ most complex and pressing retirement plan design challenges. Below are just a few of the ways we can help you while acting as an acknowledged Co-Fiduciary to your plan.

Image by Austin Distel
Image by Scott Graham
Making Notes

Investment Recommendations

Proprietary Research


Ongoing Due Diligence

  • In-Person Meetings

  • Site Visits

  • Requests for Information


Investment Searches

Investment Policy

Statement Assistance


Review Investment



  • Quantitative

  •  Qualitative



Fee Benchmarking

Investment Availability


Asset Allocation Models 

  • Risk-Based Models

  • Target Date Models


Participant Experience

  • Participant Advice

  • Participant Guidance


Client Experience

  • Responsiveness

  • Knowledge

  • Experience

  • Resources



Plan Design Assistance


QDIA Selection Assistance


Investment Mapping


Participant Education


Participant Advice

  • One-on-one 


Risk-Based Models


Enrollment Meetings


Participant Communication


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